Wells Fargo’s SoFi Select 500 ETF SFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83K | Buy |
75
+1
| +1% | +$118 | ﹤0.01% | 5525 |
|
|
2025
Q1 | $7.56K | Buy |
74
+73
| +7,300% | +$7.46K | ﹤0.01% | 5481 |
|
|
2024
Q4 | $163 | Sell |
1
-1
| -50% | -$163 | ﹤0.01% | 5878 |
|
|
2024
Q3 | $32 | Hold |
2
| – | – | ﹤0.01% | 6040 |
|
|
2024
Q2 | $30 | Buy |
+2
| New | +$30 | ﹤0.01% | 6042 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$20 | – | 7018 |
|
|
2023
Q4 | $20 | Hold |
1
| – | – | ﹤0.01% | 6779 |
|
|
2023
Q3 | $13 | Sell |
1
-4,265
| -100% | -$55.4K | ﹤0.01% | 6958 |
|
|
2023
Q2 | $66.8K | Buy |
+4,266
| New | +$66.8K | ﹤0.01% | 4998 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$13 | – | 7203 |
|
|
2022
Q4 | $13 | Hold |
1
| – | – | ﹤0.01% | 7026 |
|
|
2022
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 6931 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 7075 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7158 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 7144 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 7063 |
|
|
2021
Q2 | – | Sell |
-1
| Closed | – | – | 6955 |
|
|
2021
Q1 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 6887 |
|
|
2020
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 6562 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6405 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6320 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6290 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6169 |
|